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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,075 | $197,637-1.8% | $177,848+9.1% | $158,982+22.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 1.33% | 58.77%-57.4pp | 48.33%-47.0pp | 302.99%-301.7pp |
| Employer contribution / active EE | $3,800 | $6,698-43.3% | $5,919-35.8% | $4,763-20.2% |
| Participant deferral / active EE | $6,500 | $8,405-22.7% | $7,714-15.7% | $5,983+8.6% |
| Admin fee / account holder | $2,550 | $15,406-83.4% | $12,431-79.5% | $11,252-77.3% |